Industry edition
Professional Services & Project Firms
Connect clients, proposals, people, projects, timesheets, approvals and commercial visibility.
Scope-dependent
Designed for: Consultancies, agencies, engineering services and project-based professional-services businesses.
INDUSTRY LIFECYCLE
How the operating lifecycle connects
- 01
Lead & Proposal
- 02
Contract & Plan
- 03
Staff & Deliver
- 04
Capture Time & Expense
- 05
Invoice
- 06
Measure Utilization & Margin
CURRENT CORE / CONFIGURED SCOPE
Core capabilities for your operating model
CRM & Opportunity
Lead, client, opportunity and proposal follow-up with ownership and status.
Project Delivery
Scope, tasks, milestones, priorities, owners and client- linked project records.
Resource Planning
Team assignments, responsibilities and workload context across projects.
Timesheets / Effort
Track effort against projects and support quoted-vs-actual performance analysis.
Documents & Approvals
Proposals, contracts, submissions and controlled internal/client approvals.
Expense / Purchase Workflows
Operational purchase and expense records with role-based approvals.
Invoice / Finance Context
Connect project and client records to commercial and finance follow-up.
Management MIS
Pipeline, delivery, resource and commercial views for leadership.
CORE + INDUSTRY EXTENSIONS
Recommended module stack
CORE / SCOPE-DEPENDENT
PLANNED / INDUSTRY EXTENSIONS
Proposal / SOWContract & MilestonesSkills & CapacityTimesheetsExpensesProject PurchasingT&M / Fixed Fee BillingWIP / Revenue RecognitionClient PortalUtilization Analytics
GOVERNED AI
AURA intelligence for this industry
Planned
AURA CRM Agent
Lead, customer, opportunity and follow-up intelligence across the sales pipeline.
Explore Agent ↗Scope-dependentAURA Project Agent
Progress, dependency, blocker and milestone intelligence across connected project records.
Explore Agent ↗PlannedAURA Resource Agent
Skills, capacity, assignment and utilization intelligence for project teams.
Explore Agent ↗PlannedAURA Billing Agent
Billing readiness, milestone, quantity and receivable support for project and service businesses.
Explore Agent ↗Scope-dependentAURA Finance Agent
Receivable, payable, cash, cost and approval context for finance teams and leadership.
Explore Agent ↗PlannedAURA Executive Intelligence Agent
Cross-functional management intelligence focused on exceptions, decisions and next actions.
Explore Agent ↗Agent access is tenant-scoped and permission-aware. Planned Agents are roadmap items until implemented and accepted in UAT.
ROLE-BASED EXPERIENCE
Who works in the system
Sales / BD
Project Manager
Resource Manager
Consultant / Engineer
Finance
DECISION INTELLIGENCE
Management signals that matter
AURA ADVANTAGE
Where AURA can differentiate
CRM-to-project-to-billing continuity
AURA is designed to connect this capability to governed ERP records, permissions and human-approved actions.
Capacity and skills linked to demand
AURA is designed to connect this capability to governed ERP records, permissions and human-approved actions.
AI-assisted staffing and project follow-up
AURA is designed to connect this capability to governed ERP records, permissions and human-approved actions.
Commercial visibility by client and project
AURA is designed to connect this capability to governed ERP records, permissions and human-approved actions.
Suggested fit is non-binding. Module availability, industry extensions and Agent automation depend on agreed scope, data readiness, permissions and enabled integrations. Confirm exact capabilities during discovery.
TALLY / LEGACY ERP MIGRATION
Shift without rebuilding your business data from zero.
Use AURA's controlled migration path to map, validate, preview and reconcile approved TallyPrime / legacy ERP exports before cutover into Professional Services & Project Firms.
Parties / LedgersItems / UOMOpening BalancesStock / LocationsOutstandingApproved TransactionsTax ReferencesReconciliation
Migration coverage depends on source data quality, enabled modules and accepted implementation/UAT scope.
EDITION PACKAGES
Choose the operating scope that fits your business.
No public price is displayed. Final commercial scope depends on modules, users, storage, implementation, integrations, geography and support requirements.
Foundation
Foundation
Essential operating controls for a focused rollout.
- CRM & Client Registry
- Project Registry
- Resource Registry
- Timesheets
- Expenses
- Approvals
- Finance / Invoice Context
- Standard MIS
Growth
Growth
Broader connected workflows for a growing operation.
- Everything in Foundation
- Resource Planning
- Project Milestones
- Document Control
- Utilization Views
- Client / Contract Records
- Billing Workflow
Professional
Professional
The recommended balanced scope for connected operations, control and intelligence.
- Everything in Growth
- Project Margin / Cost Visibility
- Advanced Resource Analytics
- Approval Matrix
- Executive MIS
- AURA Project / Finance Intelligence
- Audit Trail
Enterprise
Enterprise
Advanced scale, integration and governance for complex organizations.
- Everything in Professional
- Multi-office / multi-entity governance
- External accounting / CRM / API integrations
- Custom delivery workflows
- Dedicated infrastructure & SLA options
- Enterprise migration & analytics
CUSTOMIZED
Request a custom scope ↗Build your own AURA scope
Select the modules, integrations, user capacity, storage and implementation model you need. We will prepare a controlled custom quotation.
Package composition shown here is a suggested commercial starting point, not an entitlement promise. Final enabled modules and limits are confirmed in the accepted quotation/order form and implementation scope.
YOUR NEXT STEP
Explore Professional Services & Project Firms
Explore the right scope with the AURA team.